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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,559 | $111,491-52.9% | $189,545-72.3% | $86,821-39.5% |
| Participation rate | 99.0% | 87.3%+11.7pp | 87.8%+11.2pp | 72.3%+26.7pp |
| Annual return | 22.19% | 83.50%-61.3pp | 555.36%-533.2pp | 97.94%-75.8pp |
| Employer contribution / active EE | $3,676 | $3,951-7.0% | $6,162-40.4% | $2,406+52.8% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |